ATLAS Infrastructure Partners  Ltd. logo

ATLAS Infrastructure Partners Ltd.

Real Assets

ATLAS Infrastructure Partners Ltd. is a Real Assets led by Clinton Leigh Joyner, reporting $2.1B in AUM as of Q3 2025 with 77% Utilities concentration and with only 10 positions.

COOClinton Leigh Joyner
Portfolio Value
$2.0B
Positions
10
Top Holding
PNW at 13.62%
Last Reported
Q3 2025
Address1-3 College Hill, 1st Floor West, London, EC4R 2RA, United Kingdom

Top Holdings

Largest long holdings in ATLAS Infrastructure Partners Ltd.'s portfolio (100% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Regulated Electric
Utilities
$277.2M
13.62%
+$20.5M
Bought
2.59%
3.1M shares
Regulated Electric
Utilities
$264.0M
12.97%
+$21.9M
Bought
0.73%
2.6M shares
Regulated Electric
Utilities
$237.4M
11.66%
+$534.2K
Bought
1.12%
4.3M shares
4
Exelon logo
Regulated Electric
Utilities
$223.6M
10.98%
-$46.6M
Sold
0.49%
5.0M shares
Regulated Electric
Utilities
$214.3M
10.53%
+$153.7M
Bought
0.51%
2.6M shares
Regulated Electric
Utilities
$192.8M
9.47%
-$47.4M
Sold
4.00%
4.4M shares
Unknown
Unknown
$175.4M
8.62%
+$175.4M
New
3.7M shares
8
EMA
Unknown
Unknown
$175.4M
8.62%
+$175.4M
New
3.7M shares
9
PG&E logo
PG&E
PCG
Regulated Electric
Utilities
$153.7M
7.55%
+$503.6K
Bought
0.46%
10.2M shares
Railroads
Industrials
$121.9M
5.99%
+$121.9M
New
0.09%
515.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ATLAS Infrastructure Partners Ltd.'s latest filing

See all changes
Market Value
$2.0B
Prior: $1.4B
Q/Q Change
+44.97%
+$631.5M
Net Flows % of MV
+28.28%
Turnover Ratio
18.76%
New Purchases
3 stocks
$472.8M
Added To
5 stocks
+$197.1M
Sold Out Of
0 stocks
-
Reduced Holdings
2 stocks
-$94.0M

Increased Positions

PositionShares Δ
1
EMA
New
New
New
+253.34%
+9.03%

Decreased Positions

PositionShares Δ
-19.72%
2
Exelon logo
-17.26%

Analytics

Portfolio insights and performance metrics for ATLAS Infrastructure Partners Ltd.

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Sector Allocation

Utilities: 76.80%UtilitiesIndustrials: 6.00%
Utilities
76.80%
Industrials
6.00%

Market Cap Distribution

Large Cap ($10B - $200B): 73.29%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 9.47%Mid Cap ($2B - $10B)N/A (ETF or Unknown): 17.23%N/A (ETF or Unknown)
Large Cap ($10B - $200B)
73.29%
Mid Cap ($2B - $10B)
9.47%
N/A (ETF or Unknown)
17.23%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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